Fiduciary Financial Group’s IBM IBM Stock Holding History

Fiduciary Financial Group’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$429K	Sell	1,525 -611	-29%	-$154K	0.05%	230
2026 Q1	$518K	Sell	2,136 -36	-2%	-$9.74K	0.07%	168
2025 Q4	$643K	Buy	2,172 +56	+3%	+$16.8K	0.09%	140
2025 Q3	$597K	Buy	2,116 +23	+1%	+$6.02K	0.09%	135
2025 Q2	$609K	Buy	2,093 +117	+6%	+$30.1K	0.11%	126
2025 Q1	$454K	Sell	1,976 -185	-9%	-$45.3K	0.1%	130
2024 Q4	$475K	Sell	2,161 -32	-1%	-$7.13K	0.1%	123
2024 Q3	$501K	Buy	2,193 +217	+11%	+$42.5K	0.12%	104
2024 Q2	$367K	Buy	+1,976	New	+$343K	0.09%	148

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fiduciary Financial Group's IBM Position: Q2 2026 in Review

Fiduciary Financial Group reduced its IBM (IBM) stake by 29% in Q2 2026, selling an estimated $154K and leaving 1,525 shares worth $429K. The position accounts for 0.05% of the portfolio, ranked #230.

Fiduciary Financial Group first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. The position peaked at $643K in Q4 2025. 1,808 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Fiduciary Financial Group held 1,525 shares of IBM worth $429K as of Q2 2026.
Fiduciary Financial Group sold 611 IBM shares in Q2 2026, an estimated $154K.
IBM made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #230 holding.
Fiduciary Financial Group first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's IBM position peaked at $643K in Q4 2025.
1,808 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.